Basic information about the employee is entered on the General tab.
Employee ID: (required)
Each employee in your database must have a unique ID. If you enter an ID that already exists as an employee, you will be prompted to enter a different employee ID. You can use up to 65 alphanumeric characters to identify an employee, but we recommend using shorter IDs as they are easier to use. For example, an employee named Chris Riley can be assigned an employee ID of "CR". Some offices prefer using numeric Employee IDs. To create a new employee, click the New button. You must type the Employee ID and can then <Tab> through the remainder of the screen to enter additional employee information. Click Save to save the entry.
Name:
The employee's salutation (for example, Mr., Mrs., Dr., etc.). You can select it from the drop-down list. The field size should not exceed 4 characters.
First Name: (required)
The employee's first name. You can enter alphanumeric characters and hyphens. The field size should not exceed 45 characters.
MI:
The employee's middle initial. The field size should not exceed 1 character.
Last Name: (required)
The employee's last name. You can enter alphanumeric characters and hyphens. The field size should not exceed 45 characters.
Social Security Number (SSN):
The employee's Social Security number. Masks can be set from Custom Labels Screen. The field size should not exceed 9 characters. This number is encrypted to prevent exposing it at the database level.
Role:
Enables you to define the employee's organizational role. You can choose from Default, Billing, Managerial, Principal, and Reporting.
Allocate Units and Hours :
Click this icon to specify the number of hours a particular employee can work on a certain activity and the number of units for a certain expense that person can make while working on the selected project.
Submit To:
Sets the default person to whom the time and expense entries made by the employee would be submitted when you click the Submit button. The options available are Specify, Client Manager, Project Manager, and Employee Manager.
Department:
The employee's department. You can use the department as a filter to simplify reporting and data management. The field size should not exceed 50 characters.
Title:
The employee's job title. You can use the title as a filter to simplify reporting and data management. The field size should not exceed 30 characters.
Security:
Security setting for the employee. Security templates contain predefined permissions for accessing BillQuick Online functions, data and reports. Predefined settings include Billing Only, Default, Full Access, Manager Level Access, Principal, Time & Expense Only, and Time Entry Only. You can view the Custom option for those users whose security settings have been customized in the Security screen.
Edit Security :
Click to make changes to an employee's security settings.
Manager:
Similar to a project manager, you might want to designate a manager or a supervisor for each employee or a group of employees. This helps in reviewing time and expense entries on the "workgroup" basis. This also implements better security access restrictions as BillQuick Online enables only managers to access or approve time for their assigned employees (subordinates). Select the appropriate person from the available list for the selected employee. This field is optional.
Status:
Select the employee status from drop-down menu. The options are Active, Inactive and Terminated. If you change an employee’s status to Inactive or Terminated, BillQuick Online prompts you to unmark that person as a Web User. Selecting Terminated or Inactive status also restricts the user to log into BillQuick Online. Deleting an employee record does not delete other data associated with the employee. The better technique is to change the employee's status to "Terminated". You can hide an employee on the Employee list without deleting it, by making the employee status Terminated or Inactive depending upon whether the employee is terminated permanently or temporarily, respectively. When you do so, BillQuick Online keeps the information associated with that Employee, but removes it from any drop-down lists that use Employee IDs. You can make an employee active again at any time.
Default Group:
Here you can specify the group to which the Employee will always belong. This helps in report generation by groups. By default, all employees are set to the default group All.
Street 1/2:
Two fields are available to enter employee's home street name, apartment number etc. The field size should not exceed 55 characters for each line.
City:
The employee's city. The field size should not exceed 45 characters.
State:
The 3 letter abbreviated name of your employee's state or province. State and Postal Code field labels and masks can be modified in Custom Labels. For example, the State field label can be changed to "Province".
Zip:
The employee's zip code or postal code. Zip field mask or caption can be changed in Custom Labels screen. The field size should not exceed 10 characters.
Country:
The employee's country or region. The field size should not exceed 35 characters.
Phone:
The employee's phone number. The mask for this field can be modified in Custom Labels screen. The field size should not exceed 25 characters.
Ext:
The employee's phone extension. The field size should not exceed 5 characters.
Fax:
The employee's fax number. The field size should not exceed 25 characters.
Mobile No:
The employee's mobile number. The field size should not exceed 10 characters.
Email:
The employee's email address. The field size should not exceed 75 characters.
Custom 1/2:
Custom fields holding up to 50 characters each describing unique employee attributes. These custom textboxes enable you to record additional information about the employee. The Custom 1 and Custom 2 labels can be changed in Custom Labels.
Memo:
Use the memo box to record any extra employee information. Employees
have their own memo field with unlimited space. Click Date/Time
Stamp 
to add current
system date and time to your memo. Type your text and click Update
or Save to save your entry memo.